CapIntel · 3 weeks ago
Strategic Account Executive
New York City, NY USA
Full-time
Hybrid
Senior Level
$150K/yr - $200K/yrCapIntel is a rapidly growing wealthtech company focused on transforming financial services. The Strategic Account Executive will drive new business in the U.S. market by managing enterprise sales, building relationships with C-Suite executives, and shaping the company's go-to-market strategy.
Asset ManagementFinancial ServicesFinTechSoftwareWealth Management
Responsibilities
Own and manage a pipeline of enterprise prospects across your assigned territory; this includes driving net-new business and growth within existing accounts
Act as a trusted advisor by leveraging deep knowledge of wealth, banking, and financial services to influence buying decisions
Build high-trust, multi-level relationships across client organizations, including with C-Suite executives
Partner with Leadership, GTM, and Build to design account strategies that maximize client value and growth
Lead outbound strategy and execution, including prospecting, cold outreach, and multi-channel campaigns
Navigate long, complex deal cycles with resourcefulness and a solutions-oriented approach
Qualification
Required
U.S. Financial Services Sales Experience: Proven success selling into wealth management, banking, or financial institutions in the United States
Enterprise Sales Track Record: Demonstrated ability to close complex, high-value deals with large organizations
Hunter Mentality: Skilled at outbound prospecting and building new opportunities in untapped accounts
Team Selling & Collaboration: Comfortable working cross-functionally with GTM, Product, and Leadership to navigate multi-stakeholder deals
Executive Relationship Builder: Adept at developing trust and credibility with senior decision-makers across multiple layers of an organization
Strategic Time Management: Ability to prioritize across a large territory and manage multiple enterprise sales cycles simultaneously
Value-Based Selling: Strong consultative approach to uncovering client needs and aligning solutions to deliver measurable ROI
Preferred
Background in financial services or wealth management
Experience selling SaaS, sales enablement or fintech solutions
Benefits
Variable pay
Equity
Comprehensive benefits
Flexible time off
Dedicated opportunities for growth and development
Company
CapIntel
CapIntel is an investment sales platform used by thousands of financial advisors and asset management sales teams in North America.
Founded in 2019
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$11MKey Investors
FinTech Collective
2022-06-14Series A· $11M
2020-01-01Pre Seed
2019-06-12Non Equity Assistance
Leadership Team
James Rockwood
Founder & CEO
Maxim Moreau
Co-Founder & Chief Technology Officer
Recent News
2025-12-17
Company data provided by crunchbase